Vertafore AMS360 Integration

AMS360 manages clients and policies. Regure processes documents.

Vertafore AMS360 is the backbone of thousands of independent insurance agencies — managing client relationships, policy records, commissions, and reporting. But AMS360 was built for agency management, not document intelligence.

Your agency receives hundreds of documents every week: ACORD applications from clients, certificates of insurance to issue, loss runs from carriers, claims documents from policyholders. AMS360 stores these as attachments, but it doesn't read them. That reading falls to your team — manually, slowly, with transcription errors.

Regure connects to AMS360 via the Applied API, receives documents as they arrive, extracts structured data automatically, and pushes the results back into AMS360 client and policy records. Your team sees enriched records in the system they already use, with the manual data entry eliminated.